AWSHX vs VTSAX: 42% overlap

American Funds Washington Mutual A and Vanguard Total Stock Market Index Admiral share 41.9% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Different holding dates. These holdings were published about 2 months apart — AWSHX as of 2026-04-30, the rest through 2026-06-30. Each fund is compared using its most recent file, so any trading in between shows up as a difference.

Hold both, 50/50
1.6Effective Funds

You would hold two tickers and get the diversification of 1.6. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
41.9%
AWSHX expense ratio
0.57%
VTSAX expense ratio
0.04%

Top shared holdings

AWSHX and VTSAX hold 171 of the same securities. The ten contributing most to the overlap figure:

Holdingin AWSHXin VTSAXΔ
MSFT4.6%3.8%0.8%
AVGO7.5%2.5%5.0%
AAPL2.4%5.8%3.4%
GOOGL2.0%2.9%0.9%
NVDA1.6%6.3%4.7%
GOOG1.5%2.3%0.7%
LLY1.6%1.4%0.2%
META1.4%1.7%0.3%
JPM1.4%1.1%0.3%
XOM1.0%0.8%0.2%

Where AWSHX and VTSAX differ

Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.

SectorAWSHXVTSAXΔ
Information Technology21.9%35.2%13.3pp
Unclassified7.9%0.2%+7.7pp
Financials15.0%11.9%+3.1pp
Communication Services6.1%9.1%2.9pp
Consumer Staples7.0%4.3%+2.7pp
Consumer Discretionary6.9%9.2%2.3pp
Utilities3.8%2.2%+1.6pp
Industrials11.7%10.4%+1.3pp

Δ is AWSHX minus VTSAX, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.

What each fund holds alone

Only in AWSHX
26 positions

9.5% of AWSHX by weight, held in no part of VTSAX.

Only in VTSAX
3,324 positions

38.6% of VTSAX by weight, held in no part of AWSHX.

A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.

Concentration and cost

AWSHXVTSAX
Top 10 holdings29.9%31.9%
Positions held1973,495
Cost per $10,000 held, per year$57$4

Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.

Frequently asked

How much do AWSHX and VTSAX overlap?

AWSHX and VTSAX overlap 41.9% by portfolio weight — moderate overlap. They share 171 holdings. The figure comes from current issuer holdings files (AWSHX as of 2026-04-30, VTSAX as of 2026-06-30).

How is the overlap between AWSHX and VTSAX calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If AWSHX holds a stock at 6% and VTSAX holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.

Is it redundant to hold both AWSHX and VTSAX?

That depends on your goals — we state facts, not advice. At 41.9% overlap, each fund still contributes meaningfully distinct exposure.

What does AWSHX own that VTSAX doesn't?

AWSHX holds 197 positions and VTSAX holds 3,495; 26 of AWSHX's positions don't appear in VTSAX at all, and they are 9.5% of AWSHX by weight.

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Related comparisons

Sources: issuer holdings files, AWSHX as of 2026-04-30, VTSAX as of 2026-06-30. Weights are fractions of each fund. Diagnostics, not advice.